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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2576
Transamerica Financial Advisors
Florida
$797K +$622K +1,793 New
SA
2577
Sylvest Advisors
Texas
$795K +$154K +443 +33%
CWMK
2578
Caliber Wealth Management (Kansas)
Kansas
$794K -$141K -406 -19%
RIM
2579
RW Investment Management
Idaho
$794K
RCA
2580
Runnymede Capital Advisors
Ohio
$793K
PPC
2581
Park Place Capital
Alabama
$793K -$2.08K -6 -0.3%
FL
2582
FreeGulliver LLC
Louisiana
$792K +$618K +1,782 New
PCG
2583
PFC Capital Group
California
$792K
WCAMG
2584
Woodard & Company Asset Management Group
North Carolina
$792K -$3.47K -10 -0.6%
MSWMA
2585
Market Street Wealth Management Advisors
Indiana
$791K -$30.9K -89 -5%
GFG
2586
Greystone Financial Group
Michigan
$790K +$31.9K +92 +5%
SCA
2587
Sandy Cove Advisors
Massachusetts
$789K +$36.1K +104 +6%
MAM
2588
McLean Asset Management
Virginia
$789K -$228K -656 -27%
JWA
2589
JFS Wealth Advisors
Pennsylvania
$789K -$53.1K -153 -8%
MWM
2590
Maripau Wealth Management
Indiana
$789K -$156K -450 -20%
PWAM
2591
Private Wealth Asset Management
Iowa
$788K +$5.9K +17 +1%
CFP
2592
Curran Financial Partners
South Carolina
$787K +$59K +170 +11%
EWM
2593
Evermay Wealth Management
Virginia
$786K -$499K -1,440 -45%
AWM
2594
Accel Wealth Management
Iowa
$786K +$30.2K +87 +5%
SFG
2595
Sather Financial Group
Texas
$784K +$26K +75 +4%
JWS
2596
Juncture Wealth Strategies
Arizona
$780K +$20.8K +60 +4%
FCB
2597
First County Bank
Connecticut
$777K -$347 -1 -0.1%
S
2598
Sachetta
Massachusetts
$777K +$12.5K +36 +2%
BP
2599
BWM Planning
Texas
$777K +$40.6K +117 +7%
SW
2600
Solidarity Wealth
Utah
$776K +$105K +304 +21%